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????:???????:??????

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CAR-T?????,???????????:??,???????????????“?”?????????“?????????????????????,??????????”???????,?????,??????????????????????????

???“????”,?????????

???? 11 ??????????,??,99.9???????????CAR-T????,??????????CAR-T????????????????????1?,??CAR-T?????,??,????120??????????CAR-T?????????????60?????????

8????????,??????,???CAR-T??????????6????????CAR-T??????????????????“??”?????????,?????????,??????“????????????”??????????,??????????“????????”??“???????????”?????,?????????????????????

??,?????????????????:?????????“?????”??????????????????“????”??,???????????????????CAR-T???“???????”??,??????

????????????????,?????“????????????????????”?????????????????????????,????????????,CAR-T?,???

?

??????????????????70%??????????????60%??????????????,??????????“????????”??????41.3%?

????????????????,??????????,????“???????”?????????????????????????,??,??????????“?????????”,??,?????????????????

???????CAR-T?????????????,“??????????????????????????”?????????????

???????®(??????????)???????????????,????????2021????????????????,????????,??????,?????????

????“????????????”??????,???????????????????????????8??????????????????????,????,??????????????/???,?????????,?????4????????CAR-T???

????????,???????,???????29???,???????????30???????????????????,?????99.9????????????????/??~120??????????/?????????????????CAR-T?????????????,?????????

???????????4???????,????????????????????????,??????????,????,????????????????????????,???CAR-T????????????,????CAR-T???

??????????????,CAR-T????,????????????“???????????”,??????????“?????????????”????????,???CAR-T????????????????????,????????

?,??????,???????????

???????????«????»??????????,????????????????,?????“??”??,?????“??”????????,?????????????

?,CAR-T???,??:

???????,CAR-T????100??????????????????,???“??”????????2023?1.9??????(19.4%)??1.7????????(25.3%),?????????,????????????“???”????????????????,??????????????????“??30??”??????????????,?????????“??????”?

??????,??,?????????????????????,?????????????,?????????????????????????CAR-T?????????,???????????????,?????????????,???????????????????????????????,??????“??????????????????????????????”?????????????????

???????

?,?????CAR-T??????????,????“???????,????????”??????????????,?????????“????????????”??????????

?????????????????,?????????????????????????????????????????????????????????????????????,????CAR-T???????,????

????1??????????,?“???????????????????”,??,??????60????

?????2024??????,??????????????,??????????,??????????????,??,??????

?????????:“?????????,??,???”

???,????????????,??????????,?????????“??????????????????????”,??????????,?????????,??????,??????????,???????????,??????????????????,???

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??,????

?????????“?”????????,???????,???????????

?,????????,???????,????????,?????????????

“????,????????????300??,?????CAR-T??,CAR-T????????????????????????,???,?????????,??‘?????????????’???????,??????,????,??????????,???,???,?????????????????????;??,?????????????????????????????????????,???????,???????????‘?????’?”???????????

?????“??????????”?????????,???????????,?????????????????????????

???????????????,????,??????????????,????,??????????,?????50???????????????????,??,???????,?????????????????????????????????????????

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???????????“???????????????????????????”,?,????????????????????????????????

????????????100???????????????CAR-T??,?????,??,????????????,?????CAR-T?????????????????????????26???????,????,???4??????,??????

?“????????????????????”,???????????,??????????????,????

“????100???,????????????CAR-T?????????????,???????????,???????,???????,??????”?????????????????????,????????????????,???;??????????????????????????;??????,??????????????,????????

CAR-T??????????????????

???????????CAR-T?????????,?:CAR-T????????????CAR-T???

?????????????????CAR-T??????????,??,?,???????????????CAR-T??,???????????????????????????????,??????????

????????????,??????????????????“???????”?????????????????,?????????????????,??,???“???????????”??????????????????,??,?????CAR-T?????,????????,??????????????

???,CAR-T?????????????????,??DRG/DIP????????,?????“??”??????,???“??????????????,??,????????????”??

???????????,“??????”???,???????????????“???????????”??????????????????????????????,????????????????????CAR-T????????

“??CAR-T??????????????50%~70%????????????”????????????????CAR-T???

?,???CAR-T????,????????????,???????????????,????????CAR-T????????????????4.3???????,???????????????CAR-T???

??????,??????????????,CAR-T???????????????????????????,?????,???CAR-T???

?????CAR-T???????,??????????????PD-1???????,CAR-T????????,???,??????????????????????????,????????????????????????,???????????????,????????,???????

???????2024????????3???1??CAR-T????????(???????????)???????,??????????????? CAR-T?????11 ??????????????,??????6???

?“2025-2030????????????????(CGT)??”???????????,??,??????????????????CAR-T???????????????????????,2023??????????20%,?????????????????????????????????????184?????????????????,???????168????????????????????????????????

??????,????????????????????????,???????????CAR-T????“?????”???

??,2032????CAR-T??885.2??????????,???“?,????????”(????????????????????? ?????????????????:?????) ????????:?????